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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,358 | $149,040-77.6% | $120,225-72.3% | $137,256-75.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 362.78% | 605.68%-242.9pp | 439.23%-76.4pp | 220.34%+142.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $226,716 | $4,655+4770.7% | $3,999+5569.7% | $6,407+3438.7% |
| Admin fee / account holder | $2,313 | $6,348-63.6% | $5,696-59.4% | $12,270-81.1% |